Notes from the past…


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How I created my RootsMagic 1940 U S Census “Wish List”

Yesterday, Randy very kindly mentioned my post from Monday about my 1940 U S Census “Wish List”. Thanks, Randy!

So how did I create my list of people to search for on 2 April 2012 (ONLY 33 DAYS AWAY!!!)?

I use RootsMagic 5 for my database, so this is what I did:

Step 1: Open RM5, click on Reports at the top of the page, then click on Custom Reports.

Step 2: Click on +New, then create a 4-column report, with headers for Surname, Given Name, Birth and Death. (Notice the little cubes with the arrows above the columns? That’s how you add or delete columns).

Step 3: Click on the next line below Surname (Line 1), choose Cell Type: Field and from the drop-down menu choose Surname. Do this across the columns of the report (Given names, birth date, death date).

Your 1940 Census Custom Report template is ready, this is what you should have so far:

RM5 Custom Report #1

Step 5: Click OK at the bottom of the page, choose a name for your report, click OK, and you are back on the main Custom Report page.

Step 6: Now comes the fun part… first, highlight your report from the Available Reports list, then on People to include, click Select from list.

Step 7: Go to the top left of that page, click Mark group, then from the drop-down menu Select people by data fields.

Step 8: Click the first Select field and from the drop-down menu select Birth, from the next column’s drop-down menu, select date, then from the next column’s drop-down menu select is after, then in the next column enter 1850. (I chose this date because I don’t know of anyone in my database in that time period who lived to be more than 90 years old. Adjust your report accordingly).

Step 9: Jump down to the next row, and select and in the first column, then from the next Select field, from the drop-down menu select Birth, then date, then is before, and finally enter 1941.

Step 10: Jump down to the next row, and select and in the first column, then from the next Select field, from the drop-down menu select Death, then date, then is after, and finally enter 1939.

This is what you should have now:

Custom report #2

Step 11: Click OK at the bottom of that page, you will be shown a page that states Marked 132 people (My total, yours will be different), then click OK on that page, click OK at the bottom of the next Select People page, and you are back to the original Custom Report page.

Step 12: Click on Generate Report at the bottom of that page and you have your 1940 U S Census “Wish List”!

At the top right of the Report Viewer, click on Settings and from there you can adjust Fonts or Layout to your liking.


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Thank you, RootsMagic!

A very special Thank You! goes out to Bruce and RootsMagic for including Ruth’s Genealogy in the 2012 RootsTech Treasure Hunt challenge. I had a lot of fun checking out the other websites, and I hope the folks who visited my site like what they found and maybe even learned something about a shared ancestors we might have. I had an ENORMOUS increase (over 1600 in a single day!) in visits during the time period of the treasure hunt, and picked up some new followers, and I certainly appreciate the exposure.
I also want to thank the folks at RootsTech for making so much of the conference’s activities available online to those of us who couldn’t make the trip to Utah. I learned so much… had I attended the conference in person, I think my brain would have exploded!
A very successful and informative week, in deed!